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Curi Wealth Management’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Curi Wealth Management’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-378
Closed -$36K – 295
2022
Q2 		$36K Hold
378
– – 0.01% 254
2022
Q1 		$39K Hold
378
– – 0.01% 236
2021
Q4 		$42K Buy
+378
New +$42.8K 0.01% 193
2021
Q1 		– Sell
-378
Closed -$44K – 178
2020
Q4 		$44K Buy
+378
New +$43.8K 0.03% 158

Other funds holding CORP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Curi Wealth Management's CORP Position: Q3 2022 in Review

Curi Wealth Management sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2022, closing a stake of 378 shares — an estimated $36K sold.

Curi Wealth Management first reported a position in CORP in Q4 2020 and held it in 4 quarters. The position peaked at $44K in Q4 2020. 106 funds tracked by Wall St. Rank hold CORP as of Q3 2022.

  • Curi Wealth Management reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 378 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2022, an estimated $36K.
  • Curi Wealth Management first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $44K in Q4 2020.
  • 106 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.